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by Erich Schwerd

Planning on buying a home this summer? There are a few things to keep in mind. The standard way of going about purchasing a home is to ask the bank how much you qualify for, picking the neighborhood you want, and getting a 30-year mortgage. There are many pitfalls...

by Erich Schwerd

Financial Planning Case Study Six The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible.  For...

by Erich Schwerd

Financial Planning Case Study Five The purpose of financial planning is to attain financial security, which everyone defines differently. In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible. For...

by Erich Schwerd

Financial Planning Case Study Four The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible.  For...

by Erich Schwerd

Case Study Two The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible.  For example, we just helped...

by Erich Schwerd

Case Study: One Here is the first in a series of “Case Studies”:  Why we should start planning now for you and your family’s future financial security! The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal...